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Householder Group Estate & Retirement Specialist’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-88
Closed -$2K – 766
2024
Q3 		$2K Hold
88
– – ﹤0.01% 1033
2024
Q2 		$2K Hold
88
– – ﹤0.01% 1062
2024
Q1 		$2.51K Hold
88
– – ﹤0.01% 1021
2023
Q4 		$2K Hold
88
– – ﹤0.01% 987
2023
Q3 		$2.13K Buy
+88
New +$2.24K ﹤0.01% 1064
2023
Q1 		$7K Buy
+290
New +$7.24K ﹤0.01% 881
2022
Q4 		– Sell
-88
Closed -$1K – 576
2022
Q3 		$1K Buy
+88
New +$2.1K ﹤0.01% 1016

Other funds holding FNDA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PC
Prairiewood Capital Fargo, North Dakota $346M AUM 14.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FNDA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab Fundamental US Small Company Index ETF (FNDA) in Q4 2024, closing a stake of 88 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in FNDA in Q3 2022 and held it in 7 quarters. The position peaked at $7K in Q1 2023. 444 funds tracked by Wall St. Rank hold FNDA as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab Fundamental US Small Company Index ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 88 Schwab Fundamental US Small Company Index ETF shares in Q4 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab Fundamental US Small Company Index ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab Fundamental US Small Company Index ETF position peaked at $7K in Q1 2023.
  • 444 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.